Attracting and retaining affluent females is critical to the future of your business. Today, I provide 6 steps to win affluent women and couples. 1. Know Your Existing Clients The first step to finding more ideal clients is to intimately know your existing client base. This includes what they do, where they go, and ideally […]

Today, we dive into insight to understand strategic alliances In today’s internet driven market place, we are bombarded with information. This makes it difficult to get our ideal client’s attention. It also makes it difficult for your strategic alliances to hear your message or to refer others to you. Strategic alliances are critical to your […]

“What can I do to create a customer referral strategy? I know the key is warm introductions, but I do not know how to do it!” Creating a customer referral strategy is critical and a timely topic for many advisors. Today, we are going to dive into the 7 Insights to More Referrals. In my travels, I […]

Today, we dive into how to create a mission statement. Top producers who have a great business and life, take the time to create a mission statement. In his book “Principle Centered Leadership,” Steven Covey shares that your mission statement should include: “… four basic human needs: economic or money, social or relationship, psychological or […]

7 Strategies that Produce Results Financial advisor prospecting techniques include both cold and warm strategies. Cold strategies are costly and less effective, while warm strategies can take more time but are generally more successful. An effective financial advisor marketing plan includes warm connector and/or expert strategies. Connector strategies focus on the relationship, while expert strategies focus […]

Client input is critical and requires excellent feedback questions. Today, we dive into some sample feedback questions you can use to find out everything you need to know about your ideal client! 1. Asking Questions In my 20+ years of conducting research, I have found three key sources of information: Interviewees Interviewees include prospects that […]

A few years ago, a friend bought her daughter tickets to the Taylor Swift concert. The cost was $600. The conversation that followed priceless. The insight you need if you want to serve the female market. When I asked if she was going with her daughter, she said “No, I am flying my niece into […]

Today, we dive into 7 insights to referral marketing. This provides insight on how to get your clients, colleagues, and prospects to become your referral partners. Successful financial advisors, agents, and brokers agree that they would like to get in front of more qualified referrals. The solution is simple – create a referral business strategy […]

Your client acquisition strategy is the lifeline of your business. In a survey we conducted with over 5,000 consultants, entrepreneurs, and financial advisors, the number one challenge was getting enough qualified leads in their funnel. Not surprising, the most commonly missed element of their marketing plan was an effective client acquisition strategy. Successful advisors in […]